Tax Director, 75% Planning and Consulting, 25% Target Bonus

Distinct | North America; Dallas (TX); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental insurance

Vision insurance

Job summary

Distinct | North America in Dallas seeks a Tax Director to lead planning for clients with complex financial lives, focusing on 75% planning and 25% compliance. The role offers $200,000–$250,000 base plus a 25% target bonus and a performance-based upside.

You will work with the founders to shape new services and strategy while delivering sophisticated tax planning for oil & gas structures, investment partnerships and alternative assets.

Qualifications

• CPA/EA/JD/LLM in Tax required
• 8+ years in tax planning or advisory, not just compliance
• Curiosity about the code and ability to craft creative, defensible positions
• Commercial sense: strategy must work in the real world, not just on paper
• Clear communication and willingness to help colleagues grow
• CCH Axcess and SurePrep are a plus; Reg D, oil & gas or alternative strategies helpful

Responsibilities

• Leading planning work for clients with complex financial lives
• Researching and applying advanced positions across income, investment and business tax
• Advising on oil and gas structures, fund investments and alternative assets
• Providing client-facing advisors with technical depth on specific deals
• Collaborating with the founding team on product and service design

Skills

Clear communication

Commercial sense

Creative tax positions

8+ years tax planning/advisory

Education

CPA, EA, JD or LLM in Tax

Tools

CCH Axcess

SurePrep

Job description

Tax Director | Dallas, TX | $200,000 to $250,000 + 25% target bonus

Spend three quarters of your week on planning and consulting instead of compliance, with a 25% target bonus on top of $200,000 to $250,000. That's the split at this Dallas tax advisory firm.

Most Directors were hired for their technical judgment and then buried in compliance review. This firm looks after high net worth clients and wants people who enjoy planning and consulting. The work is around 75% planning and 25% compliance, and the pay sits in the top 5% of the industry.

You’ll work closely with the founders, help shape how new services are designed and delivered, and have your voice heard on strategy.

Why it's worth a look

• $200,000 to $250,000 base, plus an annual bonus target of around 25%, with room to beat it in a strong year
• Roughly 75% planning, 25% compliance
• Interesting work: oil and gas working interest structures, investment partnerships, fund investments and alternative asset treatment
• Close work with the founders on new services
• Pay that grows with your contribution, measured by impact rather than hours on a time sheet
• Client ownership and input on strategy
• 401(k), plus medical, dental and vision insurance

What you'll be doing

• Leading planning work for clients with complex financial lives
• Researching and applying advanced positions across income, investment and business tax
• Advising on oil and gas structures, fund investments and alternative assets
• Giving client facing advisors the technical depth they need on specific deals
• Working with the founding team on product and service design

What they're looking for

• One of the following: CPA, EA, JD or LLM in Tax
• 8 or more years in tax planning or advisory, not just compliance
• Real curiosity about the code and a talent for positions that are creative and defensible
• Commercial sense: a strategy has to work in the real world, not just on paper
• Clear communication and a willingness to help colleagues grow
• CCH Axcess and SurePrep are a plus, and any Reg D, oil and gas or alternative strategy experience helps a lot

If you'd rather spend your week advising than reviewing compliance, let's talk it through before you apply. It's confidential.